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Meredith Wealth Planning

SEC CIK
0001956471
Latest filing
Jul 24, 2026

PHYS holding history

Sprott Physical Gold Trust in every 13F filed by Meredith Wealth Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PHYS overviewAll 13F holders of PHYSFull Q2 2026 holdings

Shares (Q2 2026)
6,890
Value
$207.9K
% of portfolio
<0.1%
Quarters held
2
Since Q1 2026
Holdings of PHYS by Meredith Wealth Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,890$207.9K<0.1%00.0%UnchangedHolders
Q1 20266,890$244.2K0.1%+6,890NewHolders